Questions tagged [relationships]

Use relationships to associate an object with other objects in Salesforce.

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11 views

Campaign Member on Contact Related list

how can I add "Campaign Member" to the Related list on the Contact object? The Campaign Member has a lookup relationship to Contact and it seems to be fine. The only object where can I show Campain ...
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1answer
30 views

Get Name of Account and User instead of ID

LOS__c is a lookup to Account and Interface_Manager__c is a lookup to User. In the following SOQl I am trying to get the Name of the Account that LOS__c is looking to, and name of the User that ...
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1answer
25 views

External IDs and relationships not working correctly

I set up an external ID on a custom object I set up a relationship on opportunities to reference that custom object I upsert the custom object (including the external id) I upsert the opportunities ...
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1answer
18 views

SOQL API query with custom objects and relationships. Returning a flat result - Not nested

I am working with a third party software solution that consumes Salesforce API data via WDSL. I can run queries on any of the tables to return the result object - this works fine. I need to get ...
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1answer
31 views

Can't create relationship with Account and Custom object when using FF Unit Of work

I working on a class that needs to insert several records and create relationships between them, mostly to the Account object. I'm passing a deserialized JSON (WrapperRestZopaProviderRequest) to the ...
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1answer
24 views

Get SuscriberKey field name that relates to a field in a Data Extension

So in Marketing Cloud I'm trying to get the field name from a data extension that is the relationship to the SubscriberKey; E.g. let's say I know the DE customer key and I retrieve all fields via ...
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26 views

Account Related List Not Showing Up

I am trying to add an account's related list to the Contact page layout. It will show up for me in Classic and Lightning, but ONLY me, as I am a sys admin. The other profiles have to go to classic ...
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1answer
51 views

Is it possible to use data in a Related Data Extension to personalize content that is sent to the parent Data Extension?

I am trying to determine if I can use data that is set up in a related (non-sendable) Data Extension to personalize an email that I will send to a parent (sendable) data extension. I have two data ...
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1answer
29 views

Update related record with batch class

I'm running a batch class over the Timesheet object and for the timesheets that meet the criteria, I want to update the related Contact record. I have a jstcl__TG_Timesheet__c object with a field ...
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1answer
34 views

Fairly complex salesforce formula help

I'm trying to trigger a workflow rule over several criteria including a check against related objects (Line items) record type names. The idea is that if this all evaluates to true, it will trigger a ...
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1answer
51 views

Self Relationship field use

I am having account hierarchy, i.e. there is one parent account and multiple child account. They are connected through Hierarchy relationship field which is lookup on the child account, i.e. on the ...
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How to get Related Records of Related Records in a Report

I have an account called "Main". I have a custom object called affiliations that stores information about an account's relationship with another account. I can get all of the accounts affiliated with "...
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1answer
34 views

How to get child object name from child relationshipname using Apex? [closed]

Example: Parent Object Name: Opportunity Child relationship Name: OpportunityLineItems Child object Name: OpportunityLineItem
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1answer
29 views

WhoId, OwnerId and WhatId CSV Headers?

Polymorphic & Relationship Fields I'm trying to insert a task via Bulk API and providing the below csv headers, but getting Malformed_ID error. Owner:User.FederationIdentifier Contact:Who.Id ...
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36 views

Query Case Feed Posts (Chatter)

I am bringing in a Case object from another org as an external object (read only). I am trying to re-create the notes associated with it from the chatter feed and build a lwc. The problem I am ...
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1answer
24 views

List all child, parent objects and its relation attribute key [closed]

I have a requirement where i want to display all salesforce objects in visual force page. After salesforce object selection, list its parent objects and relational key attribute name of current ...
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38 views

Auto Populate Master-Detail relationship when creating record in salesforce community

I am implementing a salesforce community. In that I have included a standard list view. So it enables New button and I can create a record using that. When creating an record the user have to fill a ...
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1answer
36 views

Control picklist values visibility

I have a custom object called "A". I have a custom object called "B". Custom object "B" is related to custom object "A" via lookup field. In custom object "A" as well as in custom object "B" I have ...
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1answer
36 views

Multiple records to be selected Via Lookup relationship Salesfroce

I have a custom object Patient. Requirement- New field with below details: Field label: "Linked Patient ID"; Field type = Lookup to Patient, should allow multiple values to be selected. Where ...
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1answer
43 views

Trying to update picklist based upon validating fields on related object

I want to update the picklist on object A, firstly by validating the status picklist on all related records object B = Rejected. This is my first go at apex and this is how far I got before I got ...
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2answers
62 views

SOQL Relationship name?

Case Object has a lookup relationship to Parent_Project_if_applicable__c The relationship name is Cases1. I receive the error message: Line: 15, Column: 28Id, AccountId, Account.Name, Cases1__r....
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1answer
30 views

Creating two SOQL search help

My trigger will send an email when an Account has 8 or more Cases created in 7 days. My first SOQL grabs Cases that fit the criteria. My second SOQL pushes the AccountIds of the Cases into a Set. My ...
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1answer
31 views

Declare custom object with relationships

Beginner disclaimer Apologies if this seems stupid but I've been a bit stumped by this. I have looked through documentation but cannot find the answer I need to here I am. I have a custom object ...
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15 views

owner change in case with child record relationship master detail

I am changing the owner of the case and I have a master-detail with viewed notification object.everything is working fine .the problem is in changing the owner of the case does not transfer the viewed ...
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0answers
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Can I add a column to list contact affiliations in a report?

Using the Nonprofit Success Pack I'm working on a "Contacts with Relationships and Related Contact" Report. Because the Primary Affiliation acts like a field on the contact I'm able to easily add it ...
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0answers
26 views

Filter picklist values based on other objects field values

Is it possible to filter picklist values based on the 2 other object fields relation? In that case I mean for example: I have an Order Type field which on junction object is related to Region (e.g. ...
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2answers
103 views

SOQL for Winter 20 Where is this used functionality

Hi I would like to know how I can query the "Where is this used" relationship via SOQL. Generally, Metadata information on Fields can be found in FieldDefinition and Entity Particle tables, but can ...
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1answer
37 views

Nonprofit Success Pack (NPSP): Filter Group

I'm attempting to create a rollup summary on the Account Object for related a field on related Contacts. I'm using NPSP-Customizable Rollup-Filter Groups. The end result will be the combined weights ...
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2answers
218 views

SOQL Join Opportunity, OpportunityLineItem, and Custom Object

I'm trying to join two standard objects, and a custom object. I need to join OpportunityLineItem, Opportunity, and MyObject. All tables have references to each other. MyObject has ...
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1answer
31 views

Is there a way to get a list of parent objects from a child object query?

I have a problem. I need to be able to return properties if they have opportunities in "test". There isn't a relationship from property down to opportunity. But there is a relationship from ...
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1answer
21 views

How to find easily the correct order of object for records deletion?

I have around 47 objects and need to delete records from these objects but these objects are related by master-detail and lookup relations. I have to go through relation of each of these objects to ...
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1answer
67 views

Didn't understand relationship 'Orders' in FROM part of query call [duplicate]

I have a problem to attempt to the Order object based on the custom Contact lookup. I use the query: select Id, (select id from Orders ) from Contact and the object looks like that: The error is: ...
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1answer
93 views

Upsert using relationships

I have a custom object Relation__c which has two fields a__c and b__c both are lookups to the standard Account Object. The Account object has an external Id field called z__c If I have to use Bulk ...
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2answers
317 views

Are the related objects in an SOQL query shared?

I have an SOQL query between two custom objects, let's call them A__c and B__c, where A__c has a Lookup field called B__c that references a B__c instance and B__c has two fields X__c and Y__c like: ...
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Why an user cannot create a master-detail relationship in which the User or Lead objects are the master? [duplicate]

Why any standard object cannot be on the detail side of a master-detail relationship with a custom object ? Why an user cannot create a master-detail relationship in which the User or Lead objects ...
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1answer
67 views

Creating a lookup relationship between two standard objects using a custom field

We are using the standard Salesforce Account and Order objects and are populating records via the Bulk API (using jsforce). Both Account and Order have a custom field external_id__c, which is the ...
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0answers
26 views

inline edit relational record aboout lightning datatable

How can we make it possible to edit relational record in the lightning datatable? Below is the current code, and I would like to you to correct this code to achive inline edit for relational reocrd. ...
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1answer
23 views

Object relationships

I have two objects Parent__c and Child__c, Child__c object have a lookup to Parent__c. This code is clear to me, Child__c has a Parent__c field through which it can access to the Parent__r object: [...
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1answer
80 views

put text by link style in lightning datatable [duplicate]

I want to put data in lightning datatable by url link style like attached to express the record of relationship. I tried header type "url", but it showed "http//" in the cells. How can we put data ...
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0answers
17 views

Don't leave Parent Page after adding a new Child object

I have an object: Parent and an object: Child on my SalesForce, the issue is that when I am on my parent object and I click on 'create new child' then I create this child, after confirming that child ...
2
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2answers
677 views

Parent to Child SOQL WHERE clause

I have a simple parent to child query: SELECT id, (SELECT checkbox__c FROM ChildRelationshipName__r) FROM Parent__c WHERE "How do I say (SELECT id FROM ChildRelationshipName__r) = true" Would it be ...
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1answer
193 views

Concatenate related contact names in a flow

I have a junction called MeetingContactRelation to link attendees to a meeting: Meeting - MeetingContactRelation - Contact I have a hidden rich text field on Meeting and want to store the ...
1
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1answer
64 views

Do really row counts from parent-child relationship sub-queries contribute to the row counts of the overall code execution?

Most of us know this is a very basic question but I little confused here again, As per the documentation here, it says that parent-child query row count is added to the overall row count in the ...
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1answer
258 views

Check box field on Parent object based on child object record type

I am trying to create a checkbox formula field on Account object. This is to be checked based on the record type and isactive field in another object (say Rel__c Object). These two objects have a ...
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0answers
68 views

How master-detail records are synchronized/accessible in junction object?

I have a Juction object CaseJiraItemAssociation__c which is have two master-detail relationship (on Case__c and JiraItem__c custom objects) and I have one outbound message (end point) on JiraItem__c ...
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2answers
49 views

Alternative of master-details relationship on standard and custom object sult

We have two object Opportunity(Standard) and Result(Custom), Now many opportunity connected to result object and we want some of opportunity amount to result object(like rollup), But We can't ...
2
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1answer
55 views

How to update child in Master-Detail relationship with REST API?

I have a Master-Detail relationship with Accounts and Locations. I am able to create the child using upsert, but when I try to update the Account__c field I get (INVALID_FIELD_FOR_INSERT_UPDATE: ...
5
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1answer
109 views

Any way to get Child Relationships without being bound by user permissions?

Question User object-level permissions limit the results of DescribeSObjectResult.getChildRelationships(). Are there any workarounds? I have submitted an Idea about this (https://success.salesforce....
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2answers
456 views

to access username field using LoginHistory Object

I am trying to access Username field (which is present in User Object) Using LoginHistory Object as follow: SELECT+Username+FROM+LoginHistory but is shows below error: [{"message":"\nSELECT ...
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1answer
35 views

SOQL Relationship issues

I am trying to write a SOQL query to pull out a number of items from 3 Objects - Contact, Account and Case. I have the following code: SELECT id, accountid, contactid, contact.primary_contact__c ...

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